Coldstream Capital Management Inc American Centy ETF Tr Avantis Transaction History
Coldstream Capital Management Inc
- $4.58 Billion
- Q3 2024
Shares
4 transactions
Others Institutions Holding AVUS
# of Institutions
410Shares Held
64.3MCall Options Held
0Put Options Held
0-
Annex Advisory Services, LLC3.56MShares$361 Million11.68% of portfolio
-
American Century Companies Inc Kansas City, MO3.11MShares$314 Million0.18% of portfolio
-
Oak Root LLC Santa Barbara, CA3.04MShares$307 Million36.46% of portfolio
-
Wipfli Financial Advisors Llc,2.26MShares$228 Million9.89% of portfolio
-
Envestnet Asset Management Inc1.7MShares$172 Million0.05% of portfolio